Bridges Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154M | Sell |
530,730
-1,158
| -0.2% | -$336K | 2.08% | 14 |
|
|
2025
Q1 | $130M | Sell |
531,888
-8,505
| -2% | -$2.09M | 1.88% | 16 |
|
|
2024
Q4 | $130M | Sell |
540,393
-11,928
| -2% | -$2.86M | 1.81% | 15 |
|
|
2024
Q3 | $116M | Sell |
552,321
-6,299
| -1% | -$1.33M | 1.63% | 18 |
|
|
2024
Q2 | $113M | Buy |
558,620
+317,783
| +132% | +$64.3M | 1.72% | 17 |
|
|
2024
Q1 | $48.2M | Sell |
240,837
-2,891
| -1% | -$579K | 1.51% | 20 |
|
|
2023
Q4 | $41.5M | Sell |
243,728
-12,251
| -5% | -$2.08M | 1.37% | 21 |
|
|
2023
Q3 | $37.1M | Sell |
255,979
-8,094
| -3% | -$1.17M | 1.32% | 22 |
|
|
2023
Q2 | $38.4M | Sell |
264,073
-14,325
| -5% | -$2.08M | 1.29% | 22 |
|
|
2023
Q1 | $36.3M | Sell |
278,398
-39,855
| -13% | -$5.19M | 1.29% | 23 |
|
|
2022
Q4 | $42.7M | Buy |
318,253
+5,411
| +2% | +$726K | 1.57% | 19 |
|
|
2022
Q3 | $32.7M | Buy |
312,842
+11,190
| +4% | +$1.17M | 1.26% | 24 |
|
|
2022
Q2 | $34M | Buy |
301,652
+7,789
| +3% | +$877K | 1.24% | 24 |
|
|
2022
Q1 | $40.1M | Sell |
293,863
-421
| -0.1% | -$57.4K | 1.24% | 25 |
|
|
2021
Q4 | $46.6M | Buy |
294,284
+4,768
| +2% | +$755K | 1.36% | 25 |
|
|
2021
Q3 | $47.4M | Sell |
289,516
-5,656
| -2% | -$926K | 1.49% | 20 |
|
|
2021
Q2 | $45.9M | Sell |
295,172
-23,540
| -7% | -$3.66M | 1.37% | 22 |
|
|
2021
Q1 | $48.5M | Buy |
318,712
+2,286
| +0.7% | +$348K | 1.42% | 21 |
|
|
2020
Q4 | $40.2M | Sell |
316,426
-4,570
| -1% | -$581K | 1.24% | 27 |
|
|
2020
Q3 | $30.9M | Sell |
320,996
-50,298
| -14% | -$4.84M | 1.05% | 28 |
|
|
2020
Q2 | $34.9M | Sell |
371,294
-9,440
| -2% | -$888K | 1.27% | 23 |
|
|
2020
Q1 | $34.3M | Buy |
380,734
+60,640
| +19% | +$5.46M | 1.55% | 19 |
|
|
2019
Q4 | $44.6M | Buy |
320,094
+7,692
| +2% | +$1.07M | 1.65% | 18 |
|
|
2019
Q3 | $36.8M | Buy |
312,402
+12,153
| +4% | +$1.43M | 1.4% | 19 |
|
|
2019
Q2 | $33.6M | Buy |
300,249
+27,848
| +10% | +$3.11M | 1.29% | 20 |
|
|
2019
Q1 | $27.6M | Buy |
272,401
+16,460
| +6% | +$1.67M | 1.13% | 27 |
|
|
2018
Q4 | $25M | Buy |
255,941
+39,920
| +18% | +$3.9M | 1.17% | 25 |
|
|
2018
Q3 | $24.4M | Buy |
216,021
+5,684
| +3% | +$641K | 1.2% | 23 |
|
|
2018
Q2 | $21.9M | Buy |
210,337
+7,501
| +4% | +$782K | 0.99% | 26 |
|
|
2018
Q1 | $22.3M | Buy |
202,836
+74,757
| +58% | +$8.22M | 1.03% | 26 |
|
|
2017
Q4 | $13.7M | Buy |
128,079
+2,570
| +2% | +$275K | 1.1% | 25 |
|
|
2017
Q3 | $12M | Buy |
125,509
+40,197
| +47% | +$3.84M | 1.14% | 24 |
|
|
2017
Q2 | $7.8M | Buy |
85,312
+700
| +0.8% | +$64K | 1.05% | 26 |
|
|
2017
Q1 | $7.43M | Buy |
84,612
+634
| +0.8% | +$55.7K | 1.03% | 27 |
|
|
2016
Q4 | $7.25M | Sell |
83,978
-237
| -0.3% | -$20.5K | 1.03% | 26 |
|
|
2016
Q3 | $5.61M | Sell |
84,215
-1,958
| -2% | -$130K | 0.93% | 32 |
|
|
2016
Q2 | $5.36M | Buy |
86,173
+2,877
| +3% | +$179K | 0.93% | 30 |
|
|
2016
Q1 | $4.93M | Buy |
83,296
+3,506
| +4% | +$208K | 0.9% | 30 |
|
|
2015
Q4 | $5.27M | Buy |
79,790
+8,194
| +11% | +$541K | 0.94% | 29 |
|
|
2015
Q3 | $4.85M | Hold |
71,596
| – | – | 0.84% | 32 |
|
|
2015
Q2 | $4.85M | Buy |
71,596
+862
| +1% | +$58.4K | 0.84% | 32 |
|
|
2015
Q1 | $4.29M | Buy |
70,734
+575
| +0.8% | +$34.8K | 0.75% | 34 |
|
|
2014
Q4 | $4.39M | Buy |
70,159
+3,214
| +5% | +$201K | 0.78% | 34 |
|
|
2014
Q3 | $4.03M | Buy |
66,945
+5,512
| +9% | +$332K | 0.76% | 33 |
|
|
2014
Q2 | $3.54M | Buy |
61,433
+3,301
| +6% | +$190K | 0.67% | 38 |
|
|
2014
Q1 | $3.53M | Buy |
58,132
+18,477
| +47% | +$1.12M | 0.74% | 37 |
|
|
2013
Q4 | $2.32M | Buy |
39,655
+105
| +0.3% | +$6.14K | 0.52% | 43 |
|
|
2013
Q3 | $2.05M | Buy |
39,550
+4,075
| +11% | +$211K | 0.51% | 46 |
|
|
2013
Q2 | $1.87M | Buy |
+35,475
| New | +$1.87M | 0.49% | 48 |
|